What Do I Do Now? Small Business Financial Issues, Concerns, and Options
When: Thursday, January 28, 5:30 to 8:00 p.m. (program 6 to 7:30)
Where: Media Education Foundation, Community Room, Northampton, MA map
Refreshments: Snack provided, drinks and sandwiches can be purchased from Woodstar Café next door
Cost: Suggested donation at the door – $10 – Register so we know you are coming
Join Rick Feldman and Rob Ostberg, of Ostberg & Associates, for an engaging, interactive session discussing your small business financial concerns. They will cover a broad range of topics, focusing on retirement plan options (the difference between a “SEP” and a “SIMPLE” IRA, a ROTH IRA, and what options, if any, work best for businesses with only an employee or two).
The essential question is: How do I create and extract income through my business, and how do I protect and grow it as a nest-egg —to prepare for risk, to have some wealth even if my business is hurt, and to ensure well-being for my family?
A short presentation followed by a lot of conversation will help you become conversant about the different directions you can take with your small business finances, and introduce the many tools that can help you get where you want to be.
Come with your questions and concerns; they enjoy and will encourage audience participation.
This is an informational and sales presentation. Ostberg & Associates does not provide tax, legal or accounting advice. Please consult your own professional for tax, legal or accounting advice.
About Our Presenters
Rob and Rick have been and continue to be small business entrepreneurs. Each of them has lived with the concerns and questions of business owners for over 20 years.
Rob Ostberg, CLU, ChFC, founder and principal of Ostberg and Associates (www.ostbergassociates.com) and an active member of our community, is a 22-year Financial Planner, having worked with many businesses, owners, and leaders throughout his 22-year career.
Rick Feldman, a Financial Services Professional, joined Rob’s firm after a long, diverse career in a number of relevant fields: economic modeling and regional economic development, owner and operator of two technology businesses, and more recently, as a successful business planning consultant. He, too, has been quite active in the community and region.
* Robert K. Ostberg and Richard Feldman are Registered Representatives offering securities through NYLIFE Securities LLC, Member FINRA/SIPC;, a Licensed Insurance Agency; Robert K. Ostberg is a Financial Advisor offering investment advisory services through Eagle Strategies Corp., a Registered Investment Advisor. Ostberg & Associates Financial Services & Insurance is not owned or operated by NYLIFE Securities LLC or its affiliates. Ostberg & Associates, 351 Pleasant Street Suite C, Northampton, MA 01060.